Robert Tipp

Liz Thomas, Head of Investment Strategy at SoFi, discusses the equity rally paired with the Fed's potential easing of monetary policy. Steve Ricchiuto, Chief US Economist at Mizuho, analyzes Jay Powell's Jackson Hole speech and its implications for US rate cuts. Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, talks about the bond market's reaction to possible Fed easing and how the 10-year yield could respond amidst inflation concerns. This dynamic trio delves into the Federal Reserve's balancing act between inflation and employment.

Chris Harvey reveals Wells Fargo's S&P 500 year-end call; Robert Tipp discusses the potential for a 5% or 6% rise in the 10-year; Sheila Kahyaoglu highlights United airlines' potential $80M savings from reduced passenger weight; Dana Peterson talks about consumer hurdles; Gov. Lamont addresses Connecticut's economic competitiveness and border control.

Zachary Hill, Head of Portfolio Management at Horizon Investments, and Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, join the discussion on fluctuating Asian stock markets amid cooling U.S. job reports. Hill highlights the implications of potential Fed rate cuts and recent corporate earnings driving market sentiment. Tipp delves into yen stability and possible interest rate hikes by the Bank of Japan, addressing concerns over political instability. Together, they unpack how these trends shape investor strategies in the Asia-Pacific region.